If we set a client to "inactive," how do we then access their account if necessary down the road?

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Tony Rooney

• December 16, 2020 15:00

Seems like denoting a client "inactive" takes them off our general client list, and typing in their name no longer works to bring up their account under "CLIENTS."  How do we quickly/easily access the list of INACTIVE clients (and/or their account data)?

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  Ruth

  • December 17, 2020 01:50

  Hi Tony, you can go to your Clients tab to the left of your account, then use the dropdown menu to select the Inactive Clients option. You can then click on the client's name > Edit and uncheck the "Inactive Client" box to make them an active client again! Let me know if you have any other questions about this. 

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  Heather Carter

  • February 04, 2021 01:43

  Can we set it to where inactive clients can't request appointments? I have sent out termination letters and set clients to inactive. I'd rather them have to call me than to log in and be able to request again.

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  Ruth

  • February 09, 2021 22:02

  Hi Heather, you can disable the Client Portal for your inactive clients by going to their client file > Edit > Client Portal > Disable Access. There's no way to disable Client Portal access for all of your inactive clients at once; however, if you're already in your Inactive Clients list, you can hit Manage next to an inactive client's name > Edit Client Info > Client Portal > Disable Access. 

  Here's a screenshot in my test account: 

   

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  Amy Griffin (J. Alexander)

  • February 24, 2021 21:23

  if we set a client to inactive, will we still be able to receive payment from them or their insurance?  

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  Ruth

  • April 06, 2021 16:51

  Yes you will! 

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  Jessica Tripp

  • May 19, 2022 18:07

  Are inactive clients still able to sign in and access the uploaded documents or do they have to be active to do so? 

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